Purchases and Sales Made in Q2 2022 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST RISING DIVIDEND AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
1.16M+ 6100.0% |
$47M - $57.1M
|
1.18M
$74.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
934K+ 22.93% |
$37.7M - $45.9M
|
5.01M
$316M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
761KNew |
$30.8M - $37.4M
|
761K
$48M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
554K+ 3.64% |
$22.4M - $27.2M
|
15.8M
$994M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
506K+ 3864.49% |
$20.5M - $24.9M
|
519K
$32.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
331K+ 2315.6% |
$13.4M - $16.3M
|
346K
$21.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
263K+ 18.74% |
$10.6M - $12.9M
|
1.67M
$105M
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
261K+ 155.84% |
$10.6M - $12.8M
|
429K
$27.1M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
257K+ 214.92% |
$10.4M - $12.6M
|
376K
$23.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244K+ 4156.01% |
$9.85M - $12M
|
250K
$15.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
201KNew |
$8.14M - $9.89M
|
201K
$12.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
200K+ 3486.93% |
$8.08M - $9.81M
|
206K
$13M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
189K+ 63.0% |
$7.62M - $9.26M
|
488K
$30.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
160K+ 21.74% |
$6.45M - $7.84M
|
894K
$56.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
153K+ 1775.92% |
$6.17M - $7.5M
|
161K
$10.2M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
149K+ 38.33% |
$6.02M - $7.32M
|
538K
$33.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
132K+ 48.09% |
$5.35M - $6.5M
|
408K
$25.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
132KNew |
$5.33M - $6.48M
|
132K
$8.33M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
126KNew |
$5.11M - $6.21M
|
126K
$7.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
107K+ 131.76% |
$4.32M - $5.25M
|
188K
$11.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
97.5K+ 13.69% |
$3.94M - $4.79M
|
810K
$51.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
90.2K+ 124.09% |
$3.65M - $4.43M
|
163K
$10.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
85.8K+ 1285.83% |
$3.47M - $4.21M
|
92.4K
$5.83M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
68.4KNew |
$2.77M - $3.36M
|
68.4K
$4.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.9K+ 2.46% |
$2.67M - $3.24M
|
2.75M
$173M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.4K+ 8.85% |
$2.6M - $3.17M
|
793K
$50M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
61.2K+ 9.71% |
$2.47M - $3M
|
691K
$43.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53K+ 45.63% |
$2.14M - $2.6M
|
169K
$10.7M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
51.7K+ 21.3% |
$2.09M - $2.54M
|
294K
$18.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51.5K+ 7.98% |
$2.08M - $2.53M
|
697K
$44M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.4K+ 27.14% |
$2.04M - $2.48M
|
236K
$14.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
46.1KNew |
$1.86M - $2.26M
|
46.1K
$2.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44.7K+ 3615.78% |
$1.81M - $2.2M
|
45.9K
$2.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
43.2KNew |
$1.75M - $2.12M
|
43.2K
$2.73M
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
43.1K+ 36.65% |
$1.74M - $2.12M
|
161K
$10.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
42.1K+ 15.75% |
$1.7M - $2.07M
|
309K
$19.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
40.1K+ 45.14% |
$1.62M - $1.97M
|
129K
$8.13M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39.8K+ 9.77% |
$1.61M - $1.96M
|
447K
$28.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
38.2K+ 33.06% |
$1.55M - $1.88M
|
154K
$9.71M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
37.6K+ 50.34% |
$1.52M - $1.85M
|
112K
$7.08M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
36.8K+ 8.19% |
$1.49M - $1.81M
|
486K
$30.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
36.6K+ 47.36% |
$1.48M - $1.8M
|
114K
$7.19M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
34.3KNew |
$1.39M - $1.69M
|
34.3K
$2.17M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
32.7KNew |
$1.32M - $1.61M
|
32.7K
$2.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.2K+ 3.5% |
$1.3M - $1.58M
|
953K
$60.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.1K+ 6.94% |
$1.3M - $1.58M
|
495K
$31.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
32K+ 4.81% |
$1.29M - $1.57M
|
697K
$44M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.4K+ 60.72% |
$1.23M - $1.49M
|
80.4K
$5.07M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.4K+ 60.72% |
$1.23M - $1.49M
|
80.4K
$5.07M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
30.2K+ 32.37% |
$1.22M - $1.48M
|
124K
$7.79M
|